BA

Boston Advisors Portfolio holdings

AUM $1.91B
1-Year Est. Return 6.26%
This Quarter Est. Return
1 Year Est. Return
+6.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.7M
3
+$10.2M
4
CXSE icon
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
+$10M
5
PYPL icon
PayPal
PYPL
+$9.85M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.26M
4
MSFT icon
Microsoft
MSFT
+$7.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.48M

Sector Composition

1 Technology 15.47%
2 Healthcare 12.95%
3 Financials 12.36%
4 Consumer Discretionary 10.29%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.47M 0.13%
22,583
+787
202
$2.42M 0.12%
17,242
-84
203
$2.41M 0.12%
+75,617
204
$2.36M 0.12%
55,689
-19,839
205
$2.35M 0.12%
86,036
+8,570
206
$2.31M 0.12%
65,074
+215
207
$2.3M 0.12%
28,194
-3,180
208
$2.3M 0.12%
18,590
-910
209
$2.29M 0.12%
38,839
+1,080
210
$2.28M 0.12%
44,084
+2,016
211
$2.27M 0.12%
116,803
+43,033
212
$2.26M 0.12%
87,450
-1,125
213
$2.24M 0.11%
+55,897
214
$2.22M 0.11%
81,277
215
$2.19M 0.11%
11,819
-3,000
216
$2.19M 0.11%
7,284
-248
217
$2.16M 0.11%
41,635
+20
218
$2.13M 0.11%
39,283
+80
219
$2.12M 0.11%
19,071
-19,343
220
$2.11M 0.11%
14,837
-2,125
221
$2.1M 0.11%
39,601
+3,569
222
$2.09M 0.11%
61,188
+100
223
$2.09M 0.11%
+279,330
224
$2.08M 0.11%
27,600
+2,585
225
$2.07M 0.11%
12,963
+327
7 8
9
10 11